ELEVATION WEALTH PARTNERS, LLC's ownership history for SCHD

ELEVATION WEALTH PARTNERS, LLC currently holds 136.6K shares with a market value of $4.2M. It started holding SCHD on 2024-09-30. At its peak, it held 136.6K shares on 2026-03-31. Its highest holding value was $4.2M on 2026-03-31. At its lowest, it held 29.3K shares on 2024-09-30, with a value of $2.5M on 2024-09-30. In the recent 180 days, ELEVATION WEALTH PARTNERS, LLC has increased its shares by 14.8K. In the recent year, ELEVATION WEALTH PARTNERS, LLC has increased its shares by 16.2K.